The Plan Activities Tab

The Plan Activities tab contains all of the individual activities that make up a single plan. Note that this screen provides a view of the plan in template form, before it has been applied to a contact/referral/listing/closing record.

Topics related to this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Calendar	From the View Plan screen, select the Plan Activities subtab.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Calendar	About Plans Adding an Activity to a Plan Editing Plan Activities Mass Updating Plan Activities Deleting Plan Activities Printing Out a Plan Adding a Service Activities Report Reordering Reports in a Service Report Plan